See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,012 | $112,096-56.3% | $95,952-48.9% | $158,922-69.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,389 | $3,198-56.6% | $2,541-45.3% | $4,761-70.8% |
| Participant deferral / active EE | $3,167 | $4,784-33.8% | $4,167-24.0% | $5,982-47.1% |
| Admin fee / account holder | $307 | $10,130-97.0% | $6,795-95.5% | $11,246-97.3% |